Law firms do important work - helping people and businesses move forward every day. Our software helps everyone working at law firms to do their job better.
Actionstep combines CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and much more in one software platform.
So instead of being distracted by admin, lawyers get space in their day to focus on higher value client & operational activities.
Workflow is the key to transforming your law practice into an efficient business. You can create a unique set of steps and tasks for each matter type, automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. Delegate work to your staff with the assurance that everything will be done according to plan.
Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors. Once your document has been created, it is automatically saved into the correct matter folder. Drag and drop documents directly into the matter from your desktop, and use search to quickly find any document in the system.
Actionstep is one of the only legal practice management systems that has full back and front office functionality. Run your billing from your matters and have the financial information posted through to the general ledger. And it’s not just any general ledger; Actionstep’s accounting system has some serious power, including multi-currency and multi-divisional features, as well as financial reporting.
This means you only need one system to run your entire practice.
Turn initial inquiries into long term relationships and manage your client service through every touchpoint at your firm.
Actionstep lets you easily define all your marketing campaigns and related activities, set budgets, timeframes, and expected results. You can follow a workflow, store file notes, emails and documents, and link actual expenses to each activity.
Provide your clients with a secure portal to collaborate on documents, see matter updates, and chat with you in real-time.